See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,495 | $163,101-81.9% | $136,749-78.4% | $142,382-79.3% |
| Participation rate | 57.1% | 78.2%-21.1pp | 72.1%-15.0pp | 80.1%-23.0pp |
| Annual return | 18.65% | 27.54%-8.9pp | 24.33%-5.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $947 | $4,117-77.0% | $3,400-72.1% | $4,299-78.0% |
| Participant deferral / active EE | $1,767 | $5,585-68.4% | $4,692-62.3% | $6,507-72.8% |
| Admin fee / account holder | $652 | $14,318-95.4% | $11,386-94.3% | $12,624-94.8% |